How it works

How a document becomes a digital workflow.

Seven steps from PDF to an audit-proof live workflow. Click through.

The mechanism

Live in three steps.

From document to a productive workflow - with no queue at IT.

1

Upload

Upload an existing PDF - the AI creates the draft.

2

Build

Add validations, multi-stage approvals and e-signature - the business team builds it itself.

3

Scale

Use it in the front and back office, data via API into your systems of record - audit security included.

No-code designer

Anyone turns ideas into live workflows.

Drag-and-drop combined with AI and ready-made templates. The business team builds the workflow itself - from the input field to the logic, without coding skills and without IT support.

Demo Flow 🌐 English ▾

All changes saved ✓ Publish ▾ ▶ Preview ×

Describe a rule or logic in your own words … Create with AI

Elements

NewTemplates

CONTENT

Heading Text Block Image Raw HTML Collapsible Summary

FORM

Checkbox Radio Button Dropdown Input Field Text Area Date Phone Address

ADVANCED

Computed Matrix

INTEGRATION

IDnow

Flow Grid Data destination

› Registration page

⌄ Contract type

Contract type

Please select the desired contract relationship Select contract relationship

Single contract

Joint contract

Would you like to designate the first contract partner as representative? Select contract relationship

Yes

No

The first applicant is hereby granted the authority to make all investment decisions concerning the joint account / securities account alone:

⌄Agreement on representation and client data collection for a joint securities account, as an annex to the asset management agreement

Where ongoing asset management relates to a joint account / securities account with several authorised persons, we are under a regulatory obligation to determine from which specific person we should collect the client data.

Based on this designation, we will only ask the aforementioned person about their investment objectives, their knowledge and experience in securities transactions, and their financial circumstances, and use these as the basis for our suitability assessment.

Note: With this designation, the aforementioned person receives sole power of representation and thus the ability to decide alone.

Properties

Flow

› DETAILS

⌄ SIGNATORIES

Sign in order?

+ Add signatory

⌄ HEADER

Show header

Logo

Format: png, jpeg, svg, webp / max. 20 MB. Optimal height: 80px.

DFlogo.png🗑

Upload new image

⌄ FOOTER

Copyright

Demo Company Ltd.

BI‒x²“

Business Control Center

Every workflow, in one place.

Status, last activity and cases for every flow at a glance - publish, monitor and manage from a single control center.

Flows

SearchSearch

Flow	Workspace	Status	Last activity	Cases
Account Opening	Demo Bank	Published	24.06.2026 12:59	106	⋮
Loan Application	Acme Finance	Published	23.06.2026 12:20	12	⋮
KYC Onboarding	Demo Bank	Published	23.06.2026 07:45	48	⋮
Supplier Onboarding	Acme Corp	Published	19.06.2026 16:03	260	⋮
Credit Card Request	Northwind Bank	Published	19.06.2026 08:42	7	⋮
Mortgage Pre-Check	Demo Bank	Published	17.06.2026 13:45	4	⋮
Investment Suitability	Acme Wealth	Published	17.06.2026 10:30	2	⋮

Show 1 - 7 of 142 flows.←1 ▾→Rows: 10 ▾

Flows

+ Create new flow

SearchSearch

Name	Workspace	Last saved	Last published
Strategic Advice Approval	Demo Bank	Today	Today	Publish ▾	⋮
Dealer Financing	Acme Finance	Today	Today	Publish ▾	⋮
onboarding-clean.zip	Demo Workspace	Today	-	Publish ▾	⋮
KYC Onboarding v2	Demo Bank	6/24/2026, 3:50 PM	6/24/2026, 3:53 PM	Publish ▾	⋮
Flow with no registration	Demo Workspace	6/24/2026, 2:59 PM	6/24/2026, 2:59 PM	Publish ▾	⋮
HR Onboarding	Acme Corp	6/23/2026, 10:13 AM	6/23/2026, 9:44 AM	Publish ▾	⋮

Show 1 - 6 of 430 flows.←1 ▾→Rows: 10 ▾

Admin Area

+ Create a new user

Workspaces › Demo Workspace › Built-in roles

FLOWNIQ Editor

FLOWNIQ Publisher

FLOWNIQ Manager

FLOWNIQ Approver

FLOWNIQ Billing Manager

FLOWNIQ Auditor

FLOWNIQ Admin

Templates

SearchSearch

Name	Description	Tags	Created on	Created by
Asset OutflowsDemo Workspace	Asset outflows, 3-step	KOS	6/3/2026	Demo User	⋮
Asset InflowsDemo Workspace	Asset inflows, 3-step (KOS)	KOS	6/3/2026	Demo User	⋮

AI-assisted building

Describe instead of configure.

Say in one sentence what should happen - the AI turns it into the right logic: rules, conditions and dependencies, ready to use in the workflow.

AI assistant

Describe it in your own words

If the amount exceeds €10,000, add a second approval by the division head.

Rule Amount threshold & approval

IF amount > €10,000

THEN additional approval stage: division head

added to the workflow

AI in the workflow

AI that works inside the workflow.

Integrated and supportive - where it saves work, not as an end in itself.

PDF detection

Existing forms are turned into fields automatically.

Custom validation

Rules exactly to your requirements - with instant feedback for the user, while they type.

AI assistant

Helps build workflows and validations - with modern AI models, as a tool, not an obligation.

Automatic translation

Fields and content multilingual - maintain once, AI-translated automatically.

API integration

Connects to your core systems.

Data flows automatically into CRM, ERP, HR and other systems of record - end-to-end, in both directions, with no manual transfer.

Platform capabilities

Everything a complete workflow needs - built in.

Legally valid e-signature

eIDAS-compliant signature right in the workflow.

Multilingual journeys

Fields and content AI-translated automatically.

Excellent user experience

The same journey responsive on web, tablet and mobile.

Flexible hosting

Cloud or on-premise - hosting in Germany, the EU or your region (e.g. the UAE).

Industry-agnostic

The same toolkit for almost any process.

Templates & reuse

Save existing flows as templates and reuse them.

Built for regulated environments.

Encryption, audit trail, GDPR compliance and flexible hosting are built in - developed in the financial sector.

From PDF to a finished digital workflow

How a document becomes a digital workflow.

Live in three steps.

Upload

Build

Scale

Anyone turns ideas into live workflows.

Contract type

Every workflow, in one place.

Flows

Flows

Admin Area

Templates

Describe instead of configure.

AI that works inside the workflow.

PDF detection

Custom validation

AI assistant

Automatic translation

Connects to your core systems.

Everything a complete workflow needs - built in.

Legally valid e-signature

Multilingual journeys

Excellent user experience

Flexible hosting

Industry-agnostic

Templates & reuse

Built for regulated environments.

See FLOWNIQ on your own process.